Empirical Wealth Management’s Dollar General DG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-1,112
| Closed | -$274K | – | 467 |
|
|
2022
Q4 | $274K | Buy |
1,112
+188
| +20% | +$46.3K | 0.01% | 394 |
|
|
2022
Q3 | $222K | Sell |
924
-274
| -23% | -$65.8K | 0.01% | 425 |
|
|
2022
Q2 | $294K | Sell |
1,198
-559
| -32% | -$137K | 0.02% | 391 |
|
|
2022
Q1 | $391K | Sell |
1,757
-798
| -31% | -$178K | 0.02% | 360 |
|
|
2021
Q4 | $603K | Sell |
2,555
-541
| -17% | -$128K | 0.03% | 306 |
|
|
2021
Q3 | $657K | Sell |
3,096
-874
| -22% | -$185K | 0.04% | 246 |
|
|
2021
Q2 | $859K | Buy |
3,970
+847
| +27% | +$183K | 0.05% | 208 |
|
|
2021
Q1 | $633K | Sell |
3,123
-1,092
| -26% | -$221K | 0.05% | 216 |
|
|
2020
Q4 | $886K | Buy |
4,215
+1,302
| +45% | +$274K | 0.07% | 164 |
|
|
2020
Q3 | $611K | Buy |
+2,913
| New | +$611K | 0.05% | 185 |
|